• The Edge

  What’s on the minds of CEOs?

  • 16 10月 2020

  We hosted the CEOs from Shell, Total, Eni and SSE as well as senior executives from numerous other leading oil and gas companies and utilities over three days at our EMEA Energy Summit. So what were the hot topics?

• The Edge

  Future energy – biodiesel

  • 13 11月 2020

  Structural oversupply has already led to refinery closures, with more to follow. But some competitively weak refineries can be repurposed to produce low-carbon biodiesel, one of the few segments of oil demand with strong growth prospects.

• The Edge

  Who will fund the energy transition?

  • 27 11月 2020

  If ambitions on climate change are high, so, too, will be the cost. We reckon a bare minimum of US$30 trillion to US$40 trillion of investment is needed to put the world on a 2 °C or lower pathway. Where’s the money going to come from? I chatted to Prakash Sharma and Jonny Sultoon of our Energy Transition team and Peter Martin, Head of Economics.

• The Edge

  Identifying key risks and uncertainties in 2020

  • 17 12月 2019

  Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

• The Edge

  What changed energy markets in the 2010s?

  • 14 1月 2020

  Can a decade be a turning point? So much happened in the energy sector, the 2010s might be seen as just that.

• The Edge

  OPEC‘s challenge in 2020: balancing an oversupplied oil market

  • 03 12月 2019

  Will oil demand growth recover in 2020? Is global supply still growing apace? How is US tight oil investment and production being affected by negative investor sentiment? Have the production cuts of 2019 balanced the market? Do they need to be extended or adjusted? Will fundamentals or geopolitics determine oil prices? We answer some of the big questions on OPEC’s agenda ahead of its December meeting in Vienna.

• The Edge

  Brazil, giant oil projects and the Majors

  • 26 11月 2019

  Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?

• The Edge

  The Majors have got bigger – but are they better?

  • 29 10月 2019

  Bigger the Majors may be, but are the companies better placed to cope with future price uncertainty and the energy transition? Find out in this week's Edge.

• The Edge

  Shipping fuels, crude oil markets and the environment

  • 22 10月 2019

  How will the new IMO 2020 regulations affect the demand for different crudes? Will the refining industry cope with the change specification? Who will be the winners and losers among producers and refiners? Latest analysis here.

• The Edge

  Challenges in a growing LNG market

  • 17 9月 2019

  LNG is on track for prodigious growth in the next two decades. Is the traditional business model that’s worked for six decades fit for purpose? How should a 21st-century LNG player tool up to maximise value?

• The Edge

  How to kick the hydrocarbon habit

  • 10 9月 2019

  Three steps to tackling climate change

• The Edge

  Deepwater investment bounces back

  • 25 6月 2019

  Upstream investment is set to rise for the third year in a row following the 2016 low, albeit at a modest, single-digit rate. Learn more about the sources of growth.

• The Edge

  LNG confronts its demons

  • 28 5月 2019

  The world needs more LNG. But LNG has been synonymous with poor project management. Can the industry deliver future projects on time and on budget?

• The Edge

  US policy cranks up the risks to oil supply – and price

  • 14 5月 2019

  Dwindling spare OPEC capacity leaves market vulnerable to disruption. Learn more.

• The Edge

  The upstream supply chain’s emerging challenges

  • 05 3月 2019

  Oil and gas companies are back in the money. But radical change is needed to boost returns in the service sector, which faces challenges of investment levels, surplus capacity and disruption from new entrants. Simon Flowers investigates.

• The Edge

  Sizing up the digitalisation prize for upstream oil and gas

  • 24 1月 2019

  Where does the real value of digitalisation lie for the global upstream industry? Simon Flowers and Greig Aitken look at three areas where technology could have the greatest impact.

• The Edge

  Why Brent isn’t reacting to escalating geopolitical risk

  • 08 2月 2024

  Today’s geopolitical temperature is close to boiling point. So why haven’t oil prices leapt in response, as we’ve seen in the past?

• The Edge

  The case for high-impact exploration through the downturn

  • 01 5月 2025

  As oil prices dip, energy giants turn to bold exploration strategies in frontier basins to unlock the next wave of low-cost, high-value discoveries.

• The Edge

  How and why big oil is strengthening its oil and gas exposure

  • 25 4月 2024

  Big oil is doubling down on oil and gas. Discover the reasons and implications in our latest Edge article.

• The Edge

  Building LNG’s resilience through turbulent times

  • 02 11月 2023

  Larger and more diversified portfolios are best placed to navigate through volatility

• The Edge

  What’s on the minds of CEOs?

  • 07 10月 2021

  A host of senior leaders joined our virtual Global Energy Summit last week to discuss the commodity supercycle, investment, business models and net zero

• The Edge

  Big Mining pivots to copper for growth

  • 03 4月 2025

  Miners are shifting gears - boosting copper investment while the rest of the sector cuts back. Is this the end of capital discipline?

• The Edge

  How electric cars will move from niche to disruptor

  • 13 1月 2022

  EV sales shot the lights out in 2021: Tesla sold almost 1 million cars, while China and Europe accounted for 84% of global sales with subsidies a big factor.

• The Edge

  What a future Ukraine peace deal means for energy (part 1)

  • 19 3月 2025

  How will a Ukraine peace agreement reshape global gas and LNG markets? Discover key scenarios and their far-reaching consequences for energy trade and prices.

• The Edge

  The coming geothermal age

  • 08 5月 2025

  Next-generation technology aiming to transform the sector.

• The Edge

  Should IOCs invest more in upstream?

  • 28 4月 2023

  This week's Edge asks, should IOCs invest more in upstream?

• The Edge

  Are exploration’s days numbered?

  • 17 7月 2020

  Exploration spend is heading south again as companies slash budgets to conserve cash. This downcycle though is different, with companies formulating decarbonisation strategies and peak oil demand on the horizon. Is exploration now facing an existential crisis?